LFA
Level Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-597
| Closed | -$19.1K | – | 134 |
|
|
2023
Q4 | $19.1K | Hold |
597
| – | – | 0.01% | 162 |
|
|
2023
Q3 | $18.1K | Hold |
597
| – | – | 0.01% | 154 |
|
|
2023
Q2 | $18.9K | Hold |
597
| – | – | 0.01% | 151 |
|
|
2023
Q1 | $18.8K | Buy |
597
+183
| +44% | +$5.76K | 0.01% | 138 |
|
|
2022
Q4 | $12K | Sell |
414
-3,370
| -89% | -$97.7K | 0.01% | 154 |
|
|
2022
Q3 | $105K | Buy |
3,784
+2,577
| +214% | +$71.5K | 0.08% | 67 |
|
|
2022
Q2 | $39K | Buy |
1,207
+1,143
| +1,786% | +$36.9K | 0.03% | 118 |
|
|
2022
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 207 |
|
|
2021
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 225 |
|